These steps are followed when a customer is billed for tax before discovery that the
customer should be billed on a tax exempt basis.
View the Account.
Click on the Billing tab.
Expand the Invoice(s) that have the taxable sales.
For each taxable sale, create a Pending Sales Return.
For each taxable sale, create a comparable non-taxable Pending Sale
Select either Billing Statement > Post or Invoice > Post. The Account will now have the Sales Tax credited back to the
Account and the Sales book correctly as non taxable Sales
